+365.4%
STX vs CHTR
-41.9%
+407.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.4% | +5.9% | +6.4% |
| 7D | +2.4% | -1.1% | +3.4% | +2.2% |
| 30D | +1.4% | -0.8% | +2.2% | +1.7% |
| 3M | -8.2% | +17.8% | -26.0% | -4.3% |
| 6M | +127.0% | -34.5% | +161.5% | +123.5% |
| YTD | +209.1% | -27.2% | +236.3% | +216.4% |
| 1Y | +365.4% | -41.4% | +406.9% | +362.1% |
| All | +365.4% | -41.9% | +407.4% | +362.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CHTR.
Daily Out/Under-Performance
Portfolio return minus CHTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHTR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded CHTR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling